CWM
STOR

Circle Wealth Management’s STORE Capital Corporation STOR Stock Holding History

Circle Wealth Management’s Portfolio STOR Stock Details STOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,440
Closed -$321K – 228
2020
Q4 		$321K Buy
9,440
+728
+8% +$24.8K 0.05% 184
2020
Q3 		$239K Buy
+8,712
New +$239K 0.04% 182